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Sponsor portfolio

WENDEL, LLC

EIN 35-2461920-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$54.7M assets
Welfare
1
$1.0M premiums
Participants
671
375 ESSJAY RD STE 200 - WILLIAMSVILLE, NY 142215789716-688-0766
Plans on this EIN
2 filings
#002401k-$54.7M - 470 part#501Mewa-$1.0M - 450 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 450 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$1.0M
  • Health$613K
  • Prescription drug$613K
  • Other$427K
  • Life$418K
  • Dental$404K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • BLUE CROSS OF CALIFORNIA59%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA39%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • THE PAUL REVERE LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $1.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • LAWLEY BENEFITS GROUP LLC93%
  • MID ATLANTIC BENEFITS GROUP LLC6%
  • STEPHEN JOSEPH JOYCE0%
  • MICHAEL PATRICK MCNELIS0%
  • AMY E COHEN0%
  • +3 more
Total $108K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WENDEL 401K PLAN

401k

Assets$54.7M
Participants470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WENDEL HEALTH & WELFARE PLAN

Mewa - HIGHMARK NEW YORK

Premiums$1.0M
Covered lives450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WENDEL 401K PLAN401k$54.7M4702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WENDEL HEALTH & WELFARE PLANMewaHIGHMARK NEW YORK$1.0M4502024
Retirement plans
Welfare plans
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